Ameriprise Financial Services, Inc.

Industry: Financial services company

Description

Ameriprise Financial, Inc. is an American diversified financial services company. Ameriprise Financial engages in business through its subsidiaries, providing financial planning, products and services, including wealth management, asset management, insurance, annuities, and estate planning. Headquarters: Minneapolis, Minnesota, United States Assets under management: 897 billion USD (2017) Number of employees: ~13,000 (December 2017) Subsidiaries: Ameriprise Auto & Home Insurance, RiverSource,

Ameriprise Financial Services, Inc. List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Ameriprise Financial Services, Inc.. You can filter them based on skills, years of employment, job, education, department, and prior employment.

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Ameriprise Financial Services, Inc. Employees

Employee
Years
Job
Industry
Brian W. Mickelson, CFP® Brian W. Mickelson, CFP® Greater Minneapolis-St. Paul Area Details
Brian W. Mickelson, CFP®'s Ameriprise Financial Services, Inc. Experience 2011 - Present
Job Financial Advisor, an Ameriprise Platinum Financial Services Practice
Industry Financial Services
Experience
Practice of Brian W. Mickelson, a Platinum Financial Services Practice with Ameriprise Financial   October 1997 - Present
Ameriprise Financial Services, Inc.   2011 - Present

Education
University of Wisconsin-Stout   1992 — 1996
Bachelor of Science (B.S.)

College for Financial Planning
Certified Financial Planner™ (CFP®)

The American College
Chartered Retirement Planning Counselor, CRPC®

Donald Gunther Donald Gunther Baden, Pennsylvania Details
Donald Gunther's Ameriprise Financial Services, Inc. Experience May 2001 - May 2003
Job Senior Sales Manager at United Concordia
Industry Insurance
Experience
United Concordia  August 2013 - Present
HealthAmerica  May 2006 - 2013
Morneau Sobeco  2003 - 2006
Ameriprise Financial Services, Inc.   May 2001 - May 2003
Clicks  1995 - 2001

Skills
Healthcare Consulting, Employee Benefits, Strategic Financial..., Sales Management, Insurance, Health Insurance, Disability Insurance, Account Management, Strategic Planning, Managed Care, Long-term Care, Process Improvement, Life Insurance, Brokers, Health Savings Accounts, Term Life Insurance, Healthcare, Team Building, Sales, Financial Analysis, Teamwork, Leadership, Motivational Speaking

Education
Colgate University   1990 — 1994
Bachelor of Arts (BA), Economics

Adriana Valencia, CRPC® Adriana Valencia, CRPC® Spring, Texas Details
Adriana Valencia, CRPC®'s Ameriprise Financial Services, Inc. Experience December 2003 - June 2009
Job Financial Advisor helping clients understand and feel comfortable with their investments
Industry Investment Management
Experience
Investment Professionals, Inc. (IPI)   June 2009 - Present
Ameriprise Financial Services, Inc.   December 2003 - June 2009

Skills
Wealth Management..., Retirement Planning, Strategic Financial..., Financial Analysis, Retirement, Investments, Estate Planning, Asset Allocation, Finance, Fixed Income, Fixed Annuities, Equities, Asset Management, Financial Planners, Insurance, Small Business, Wealth Accumulation, Wealth Management, Trust Services, Risk Management, Wealth, Financial Advisory, Series 63, Investment Advisory, Portfolio Management, Management, Securities, Mutual Funds, Series 7, Life Insurance, Financial Services, Financial Planning

Education
College for Financial Planning   2003 — 2003
Series 7 and Seriess 66, Comprehensive Financial Planning

College for Financial Planning   2003 — 2003
CRPC®, Chartered Retirement Planning Counselor

John F. Kennedy School   1980 — 1983

John Larsen,CFP® John Larsen,CFP® Scottsdale, Arizona Details
John Larsen,CFP®'s Ameriprise Financial Services, Inc. Experience March 1996 - January 1997
Job Senior Vice President, Investments and Certified Financial Planner at Raymond James / Consul of Denmark for Arizona
Industry Financial Services
Experience
Raymond James Financial Inc.  October 2013 - Present
Royal Danish Consulate   March 2005 - Present
Edward Jones  January 1997 - September 2013
Ameriprise Financial Services, Inc.   March 1996 - January 1997
Hoyer Inc   February 1992 - March 1996
Ciserv Inc   January 1991 - February 1992
Maersk Line  January 1990 - January 1991

Skills
Investments, Retirement Planning, Portfolio Management, Business Planning, Insurance Planning, Wealth Management, College Savings Plans

Education
College for Financial Planning   2010 — 2011
CFP® Certification

Keller Graduate School of Management   1993 — 1994
None

Aarhus School of Marine Engineering   1984 — 1990
BSME

Steven N. Brandt, CFP®, CIMA®, CLU®, CRPC® Steven N. Brandt, CFP®, CIMA®, CLU®, CRPC® Greater Philadelphia Area Details
Steven N. Brandt, CFP®, CIMA®, CLU®, CRPC®'s Ameriprise Financial Services, Inc. Experience February 2012 - Present
Job Financial Advisor with a Private Wealth Advisory® practice of Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   February 2012 - Present
Ameriprise Financial Services, Inc.   March 2005 - February 2012
Ameriprise Financial Services, Inc.   September 2002 - March 2005

Education
University of Pennsylvania - The Wharton School   2008 — 2008
CIMA® Certification Program, Investment Management

College for Financial Planning   2006 — 2006
CRPC® Certification Program, Retirement Planning

College for Financial Planning   2004 — 2004
CFP® Certificant, Financial Planning

University of Minnesota-Crookston   1998 — 2002
Bachelor of Science (B.S.), Business Management, Marketing & Finance

AJ Jugan, CFP®, CRPC®, CFS®, Certified AJ Jugan, CFP®, CRPC®, CFS®, Certified Greater Pittsburgh Area Details
AJ Jugan, CFP®, CRPC®, CFS®, Certified's Ameriprise Financial Services, Inc. Experience January 2014 - Present
Job Private Wealth Advisor, Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   January 2014 - Present
Ameriprise Financial Services, Inc.   February 2005 - December 2013

Education
Penn State University   2000 — 2004
BS, Finance

College for Financial Planning
CRPC, Retirement Planning

David M. Sharpe, CRPC®, APMA®, AAMS®, CRPS®, CLTC David M. Sharpe, CRPC®, APMA®, AAMS®, CRPS®, CLTC Lake Geneva, Wisconsin Details
David M. Sharpe, CRPC®, APMA®, AAMS®, CRPS®, CLTC's Ameriprise Financial Services, Inc. Experience September 2011 - Present
Job Financial Advisor with Goldstein & Associates, A Private Wealth Advisory Practice of Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   September 2011 - Present
Merrill Lynch  June 2007 - September 2011
A.G. Edwards   May 2006 - June 2007
Northwind Capital   2005 - 2006
Geneva Trading  2003 - 2005

Education
UCLA Anderson School of Management

University of Wisconsin-Madison

College for Financial Planning

The Retirement Advisor University

John Wolpers, CFP CRPC CFS APMA John Wolpers, CFP CRPC CFS APMA Cape Girardeau, Missouri Details
John Wolpers, CFP CRPC CFS APMA's Ameriprise Financial Services, Inc. Experience February 1991 - Present
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   February 1991 - Present

Education
College for Financial Planning   2012 — 2012
Accredited Portfolio Management Advisor

The American College   2002 — 2004
Certficate in Estate Planning and Taxation

The Institute of Business & Finance   1999 — 2000
CFS

College for Financial Planning   1991 — 1992
CFP

University of Missouri-Columbia   1968 — 1972
B.J., Newspaper Publishing

Sandra S. Johnson CFP®,CLU®,CHFC®,CRPC®,MS, ADPA® Sandra S. Johnson CFP®,CLU®,CHFC®,CRPC®,MS, ADPA® St. Cloud, Minnesota Area Details
Sandra S. Johnson CFP®,CLU®,CHFC®,CRPC®,MS, ADPA®'s Ameriprise Financial Services, Inc. Experience January 2007 - Present
Job Private Wealth Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   January 2007 - Present
Proviant Group, A financial advisory practice of Ameriprise Financial Services, Inc.   January 1984 - January 2007
St. Cloud State University  September 1973 - June 1984

Education
College for Financial Planning
Master of Science, Finance

St. Cloud State University
Bachelor of Arts, Speech Communication

Scott B. Wilkins, CFP®, CRPC® Scott B. Wilkins, CFP®, CRPC® Minneapolis, Minnesota Details
Scott B. Wilkins, CFP®, CRPC®'s Ameriprise Financial Services, Inc. Experience August 2014 - Present
Job Vice President National Sales
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   August 2014 - Present
Ameriprise Financial Services, Inc.   August 2011 - July 2014
Ameriprise Financial Services, Inc.   July 2009 - July 2011
Ameriprise Financial Services, Inc.   March 2002 - July 2009
Ameriprise Financial Services, Inc.   January 1999 - March 2002
Ameriprise Financial Services, Inc.   January 1991 - December 2000
Ameriprise Financial Services, Inc.   March 1994 - January 1999

Skills
Strategic Financial..., Investments, Retirement Planning, Series 7, Financial Advisory, Wealth Management, Investment Advisory, Leadership Development, Practice Management, Executive Coaching, Life Insurance, Lifestyle Coaching, Series 24, Series 65, Series 4, Series 51

Education
Strategic Coach Program   2004 — 2010

College for Financial Planning
CRPC - Chartered Retirement Planning Counselor, Finance, General

College for Financial Planning
CFP - Certified Financial Planner

Muhlenberg College   1986 — 1990
BA, Business

University of Warwick   1989 — 1989
Study Abroad

Andover High School   1982 — 1986

Series 7, 65, 63, 51, 24, 4

Alicia M. Rivera, CRPC® Alicia M. Rivera, CRPC® Austin, Texas Details
Alicia M. Rivera, CRPC®'s Ameriprise Financial Services, Inc. Experience June 2014 - Present
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Investment Management
Experience
Ameriprise Financial Services, Inc.   June 2014 - Present
Atlantic Capital Advisors, LLC   August 2013 - June 2014
Ameriprise Financial Services, Inc.   July 2011 - August 2013
RBC Wealth Management  October 2000 - May 2011
General Motors/SITEL Corporation   March 1999 - October 2000
The Mitchell Center of United Way   March 1998 - February 1999
MCI WorldCom  June 1996 - February 1998

Skills
Series 7, Series 63, Wealth Management, Mutual Funds, Retirement Planning, Investments, Strategic Financial..., Securities, Uniform Combined State..., Portfolio Management, Fixed Annuities, Asset Managment, Series 65, Equities, Financial Services, Financial Advisory, Asset Management, Estate Planning, Asset Allocation, Business Networking, Financial Planning

Education
College for Financial Planning
Chartered Retirement Planning Counselor CRPC®,, Comprehensive Retirement Planning

The University of Texas at Austin   1994 — 1997
Attended, Biology; Business Management

Stephen F. Austin H.S.   1990 — 1994
Graduated with Honors

Jerry Juhnke, MS, CFP, APMA, CFS Jerry Juhnke, MS, CFP, APMA, CFS Wichita, Kansas Area Details
Jerry Juhnke, MS, CFP, APMA, CFS's Ameriprise Financial Services, Inc. Experience August 1977 - Present
Job Private Wealth Advisor, Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   August 1977 - Present

Education
McPherson High School   1965 — 1968
Diploma

College for Financial Planning
Masters of Science, Financial Services

Wichita State University

Jeremy Heller, CFP®, CRPC® Jeremy Heller, CFP®, CRPC® Greater Philadelphia Area Details
Jeremy Heller, CFP®, CRPC®'s Ameriprise Financial Services, Inc. Experience April 2003 - Present
Job Financial Advisor, CERTIFIED FINANCIAL PLANNER™ PROFESSIONAL at Ameriprise Financial, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   April 2003 - Present

Skills
Customer Service, Education Planning, Protection Planning, Employee Benefits

Education
Certified Financial Planner Board of Standards, Inc.
CFP®, CERTIFIED FINANCIAL PLANNER™ practitioner

College for Financial Planning
CRPC®, Chartered Retirement Planning Counselor℠

Tulane University   1996 — 2000
Bachelor of Science in Engineering

John Adams, CFP®, CRPC® John Adams, CFP®, CRPC® Raleigh-Durham, North Carolina Area Details
John Adams, CFP®, CRPC®'s Ameriprise Financial Services, Inc. Experience November 2009 - June 2010
Job Financial Consultant at Adams Financial Partners
Industry Financial Services
Experience
Adams Financial Partners   June 2010 - Present
Ameriprise Financial Services, Inc.   November 2009 - June 2010
Ameriprise Financial  2007 - November 2009

Education
College for Financial Planning   2013 — 2014
CFP, Financial Planning

Michigan State University   2004 — 2007
Bachelor of Arts, Finance

Michael G. Hoffman, CFP®, CRPC® Michael G. Hoffman, CFP®, CRPC® Rochester, Minnesota Area Details
Michael G. Hoffman, CFP®, CRPC®'s Ameriprise Financial Services, Inc. Experience February 1990 - Present
Job Endgame® Financial Group, A financial advisory practice of Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Endgame Financial Group, A financial advisory practice of Ameriprise Financial Services, Inc.   January 2014 - Present
Hoffman, Anderson, and Associates, LLC   January 2013 - Present
MIGADEZA Partners, LLC   October 2009 - Present
Ameriprise Financial Services, Inc.   February 1990 - Present

Education
The University of Chicago   1984 — 1988
BA, Political Science with a concentration in International Business Relations and Economics

Københavns Universitet   1987 — 1987
College Exchange Program, International Business Relations

College for Financial Planning   1999 — 1999
Chartered Retirement Planning Counselor™, Coursework focused on comprehensive retirement planning strategies

College for Financial Planning   1994 — 1995
CERTIFIED FINANCIAL PLANNER™ Practitioner, Coursework focused on comprehensive financial planning strategies

Nassim Nick Elias, CFP Nassim Nick Elias, CFP Jacksonville, Florida Details
Nassim Nick Elias, CFP's Ameriprise Financial Services, Inc. Experience November 1998 - June 2001
Job Vice President, Senior Account Executive at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments  June 2009 - Present
Florida State College at Jacksonville  January 2004 - December 2009
SunTrust Bank  October 2005 - June 2009
SunTrust Bank  February 2004 - October 2005
Wells Fargo  June 2001 - February 2004
Ameriprise Financial Services, Inc.   November 1998 - June 2001

Education
College for Financial Planning   1999 — 2003
Certified Financial Planner

University of North Florida - College of Business Administration   1994 — 1998
Bachelor of Business Administration (BBA), Banking, Corporate, Finance, and Securities Law

Steven Adelson, CFP®, MBA, ChFC®, APMA®, CRPC® Steven Adelson, CFP®, MBA, ChFC®, APMA®, CRPC® Boca Raton, Florida Details
Steven Adelson, CFP®, MBA, ChFC®, APMA®, CRPC®'s Ameriprise Financial Services, Inc. Experience 2006 - Present
Job Financial Advisor, Vice President, CERTIFIED FINANCIAL PLANNER™ practitioner at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   2006 - Present

Education
College for Financial Planning
CFP®, CERTIFIED FINANCIAL PLANNER™

Tulane University
Bachelor of Science Degree

Lynn University   2010 — 2011
M.B.A., Investment Management & Financial Valuation

The American College
ChFC®, Chartered Financial Consultant

College for Financial Planning
APMA®, Accredited Portfolio Management Advisor

College for Financial Planning
CRPC®, Chartered Retirement Planning Counselor

Zachary Stuppy Zachary Stuppy Greater Boston Area Details
Zachary Stuppy's Ameriprise Financial Services, Inc. Experience July 2004 - May 2009
Job Founding President at Brave Boat Capital Advisors
Industry Financial Services
Experience
Brave Boat Capital Advisors   August 2015 - Present
Credit Suisse  May 2011 - August 2015
Barclays Wealth  June 2010 - August 2010
Ameriprise Financial Services, Inc.   July 2004 - May 2009

Skills
Investments, Financial Modeling, Private Equity, Venture Capital, Wealth Management, Portfolio Management, Risk Management, Investment Management, Asset Managment, Investment Advisory, Wealth, Tax, Financial Planners, Investment Strategies, Series 7, Consulting, Entrepreneurship

Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School   2009 — 2011
MBA

Colgate University   2000 — 2004
BA, Economics

York High School   1996 — 2000

Doug Milbrath, CRPC® Doug Milbrath, CRPC® Greater Minneapolis-St. Paul Area Details
Doug Milbrath, CRPC®'s Ameriprise Financial Services, Inc. Experience September 1991 - Present
Job Financial Advisor, Business Financial Advisor & Franchise Owner, Ameriprise Platinum Financial Services practice
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   September 1991 - Present
American Liver Foundation  June 2009 - May 2011
American Liver Foundation  October 2001 - May 2009
Ameriprise Financial  January 1998 - October 1999
Ameriprise Financial  March 1994 - December 1997

Education
College for Financial Planning   2010 — 2010
CRPC, Retirement Planning

Luther College   1986 — 1990
BA, Management

Bernie Richards, CRPC® Bernie Richards, CRPC® Baltimore, Maryland Details
Bernie Richards, CRPC®'s Ameriprise Financial Services, Inc. Experience August 2005 - March 2008
Job Agency Director at AIG Financial Network
Industry Financial Services
Experience
AIG Financial Network  October 2013 - Present
MetLife  June 2010 - October 2013
MetLife  March 2008 - June 2010
Ameriprise Financial Services, Inc.   August 2005 - March 2008

Skills
Insurance, Retirement Planning, Securities, Life Insurance, Retirement, Mutual Funds, Long Term Care Insurance, Disability Insurance, Variable Annuities, Term Life Insurance, Investment Strategies, Customer Service, Pension..., Pensions, Whole Life, Recruiting, Universal Life, Financial Planning, IRA..., Fixed and Variable..., Tax Sheltered..., Pension Payout..., Estate Conservation..., Charitable Giving..., Education Funding..., Medicare Supplement..., Personal Insurance, Universal Life Insurance, Variable Universal Life..., Whole Life Insurance, Disability Income..., Long-Term Care Insurance

Education
College for Financial Planning   2006 — 2006
Charterd Retirement Planning Counselor

Towson University   2001 — 2005
Bachelor of Business Administration (B.B.A.), Finance, General

The John Carroll School   1997 — 2001

Meghan E. McIntyre, CFP®, CRPC® Meghan E. McIntyre, CFP®, CRPC® Greater Philadelphia Area Details
Meghan E. McIntyre, CFP®, CRPC®'s Ameriprise Financial Services, Inc. Experience October 2005 - Present
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   October 2005 - Present
American Express  May 2004 - October 2005

Education
College for Financial Planning
Chartered Retirement Planning Counselor, CRPC(R)

Pennsylvania State University University Park, PA
Bachelor of Science (B.S.)

Steven T. Marshall, CFP® Steven T. Marshall, CFP® Washington D.C. Metro Area Details
Steven T. Marshall, CFP®'s Ameriprise Financial Services, Inc. Experience 2011 - Present
Job Private Wealth Advisor at Steven Marshall & Associates, a private wealth advisory practice of Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   2011 - Present
Ameriprise Financial Services, Inc.   1997 - 2011
Ameriprise Financial Services, Inc.   1988 - 1996
Ameriprise Financial Services, Inc.   1984 - 1996

Education
Shippensburg University of Pennsylvania
B.S. Behavioral Management

College for Financial Planning
Denver, Colorado

Sherry S. Hunt, CRPC® Sherry S. Hunt, CRPC® Greensboro/Winston-Salem, North Carolina Area Details
Sherry S. Hunt, CRPC®'s Ameriprise Financial Services, Inc. Experience 2000 - Present
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   2000 - Present
Ameriprise Financial Services, Inc.   2015 - 2015
Ameriprise Financial Services, Inc.   1996 - 2000

Skills
Client Management, Relationship Building, Business Planning, Business Strategy, Client Relationships, Community Relations, Community Service, Education Planning, Diligence, Ethical Character, Leadership, Protection Planning, Public Speaking, Team Building, Strategic Planning, Social Media

Education
College for Financial Planning
Chartered Retirement Plan Counselor, Retirement Planning

Jeffrey Martin, CRPC® Jeffrey Martin, CRPC® Greater Chicago Area Details
Jeffrey Martin, CRPC®'s Ameriprise Financial Services, Inc. Experience January 2003 - December 2013
Job Chartered Retirement Planning Counselor and Private Wealth Manager with Highpoint Planning Partners
Industry Financial Services
Experience
HighPoint Planning Partners   December 2013 - Present
Ameriprise Financial Services, Inc.   January 2003 - December 2013
Ameriprise Financial Services, Inc.   January 2005 - January 2006

Education
Northern Illinois University   1996 — 2000
BS, Business

College for Financial Planning
CRPC, Finance and Financial Management Services

Ravindra Dixit, CRPC® Ravindra Dixit, CRPC® Lutherville Timonium, Maryland Details
Ravindra Dixit, CRPC®'s Ameriprise Financial Services, Inc. Experience 2005 - Present
Job Financial Advisor, Associate Vice President at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   2005 - Present

Education
College for Financial Planning
Chartered Retirement Planning Counselor

University of Delhi   1998 — 2000
MA in Philosophy

College of Commerce and Management Studies   1995 — 1998
Bachelor's degree, Finance, General

Greg Nauman,CFP Greg Nauman,CFP Lancaster, Pennsylvania Area Details
Greg Nauman,CFP's Ameriprise Financial Services, Inc. Experience August 1984 - Present
Job Financial Advisor
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   August 1984 - Present

Education
College for Financial Planning   1983 — 1984
CFP, Financial Planning

Penn State University   1974 — 1978
B.S.

Elizabethtown Area High School   1968 — 1974

Derek Sindelman Derek Sindelman Greater New York City Area Details
Derek Sindelman's Ameriprise Financial Services, Inc. Experience May 2003 - July 2006
Job Director of Sales at Urielpure
Industry Investment Management
Experience
Urielpure   July 2010 - Present
David Lerner Associates, inc.   October 2008 - July 2009
JPMorgan Chase  September 2006 - July 2008
Ameriprise Financial Services, Inc.   May 2003 - July 2006
Ameriprise  2003 - 2006

Skills
Investments, Equities, Fixed Income, Asset Managment, Strategic Financial..., Financial Analysis, Financial Modeling, Insurance, Risk Management, Asset Allocation, Retirement Planning, Budgets, Mutual Funds, Wealth Management, Microsoft Excel, Series 63, Estate Planning, Uniform Combined State..., Asset Management

Education
Colgate University   1999 — 2003
Molecular Biology / Economics

Brian Avrunin, CRPC® Brian Avrunin, CRPC® Washington D.C. Metro Area Details
Brian Avrunin, CRPC®'s Ameriprise Financial Services, Inc. Experience June 2000 - Present
Job Financial Advisor, Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   June 2000 - Present
Ameriprise Financial Services, Inc.   October 2004 - March 2009

Education
University of Wisconsin-Madison   1996 — 2000
BS, Personal Finance

College for Financial Planning   2006 — 2007
CRPC, Chartered Retirement Planning Counselor

Magruder High School   1992 — 1996

Donald T. Ladd CFP®, CLTC, MBA Donald T. Ladd CFP®, CLTC, MBA Greater Boston Area Details
Donald T. Ladd CFP®, CLTC, MBA's Ameriprise Financial Services, Inc. Experience 1984 - Present
Job CERTIFIED FINANCIAL PLANNER™ practitioner
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   1984 - Present
Simplex Time Recorder  1982 - 1984

Education
College for Financial Planning
CFP®, Financial Planning

University of Connecticut
MBA, Finance

Middlebury College   1973 — 1977
MA, English at the Bread Loaf School of English

University of Massachusetts, Amherst   1966 — 1970
BA, English

Scott Gailey, CFP Scott Gailey, CFP San Francisco Bay Area Details
Scott Gailey, CFP's Ameriprise Financial Services, Inc. Experience 1984 - Present
Job Private Wealth Advisor, Ameriprise Financial Services, Inc
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   1984 - Present
Pacific States Aviation  January 1980 - April 1984

Education
College for Financial Planning   1985 — 1989
Certified Financial Planner, College for Financial Planning

California State University School of Business and Economics   1980 — 1985
BS Business Administration - Finance, Finance and Accounting

Christopher Davidson,CRPC® Christopher Davidson,CRPC® Greater Detroit Area Details
Christopher Davidson,CRPC®'s Ameriprise Financial Services, Inc. Experience September 2006 - March 2011
Job Financial Planner
Industry Financial Services
Experience
Financial planner  April 2014 - Present
CLA Financial Advisors LLC   March 2011 - April 2014
Ameriprise Financial Services, Inc.   September 2006 - March 2011

Skills
Estate Planning, Finance, Financial Advisory, Financial Goals, Financial Services, Mutual Funds, Retirement Planning, Series 7, Strategic Financial..., Tax, Wealth Management, Retirement, Investment Advisory, Securities, Asset Allocation

Education
College for Financial Planning   2006 — 2007
Chartered Retirement Planning Counselor, Retirement Planning.

Northwestern University   2001 — 2006
BS, Learning and Organizational Change

Berkley High School

Bradford Maltby Jr., AAMS®, CMFC®, CLTC Bradford Maltby Jr., AAMS®, CMFC®, CLTC Greater Boston Area Details
Bradford Maltby Jr., AAMS®, CMFC®, CLTC's Ameriprise Financial Services, Inc. Experience 2006 - Present
Job Financial Advisor at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   2006 - Present
Ameriprise Financial  2001 - 2006
PricewaterhouseCoopers  1998 - 2001

Education
Northeastern University   1994 — 1999
BSBA, Finance and Accounting

College for Financial Planning
AAMS, CMFC, Finance

Henry Liao, CRPC® Henry Liao, CRPC® Greater New York City Area Details
Henry Liao, CRPC®'s Ameriprise Financial Services, Inc. Experience June 2005 - Present
Job Financial Advisor, Associate Vice President, Platinum Financial Services Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   June 2005 - Present

Education
College for Financial Planning   2006 — 2007
CRPC®, Financial Planning

University of Alabama in Huntsville   2001 — 2005
BS, Finance

Parsippany High School   1997 — 2001

Benjamin R Bigler, MSFP, CFP®, CRPC® Benjamin R Bigler, MSFP, CFP®, CRPC® Dallas/Fort Worth Area Details
Benjamin R Bigler, MSFP, CFP®, CRPC®'s Ameriprise Financial Services, Inc. Experience 2005 - Present
Job Bigler & Associates, A Private Wealth Advisory practice of Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   2005 - Present
Sprint  May 1999 - May 2005

Education
College for Financial Planning   2009 — 2011
Masters of Science, Personal Financial Planning

College for Financial Planning   2006 — 2008
CFP®, Financial Planning

The University of Texas at Arlington - College of Business   2002 — 2005
BBA, Finance

Rebecca Lahl Rebecca Lahl Greater Minneapolis-St. Paul Area Details
Rebecca Lahl's Ameriprise Financial Services, Inc. Experience 1995 - 2000
Job AVP Strategic Portfolio Management Team Office of the President Mortgage Service Operations at Wells Fargo
Industry Financial Services
Experience
Wells Fargo  April 2012 - Present
The Weatherly Group   October 2009 - April 2012
Ameriprise Financial , Inc   September 2004 - March 2009
American Express Financial Advisors  September 2000 - September 2004
Ameriprise Financial Services, Inc.   1995 - 2000
Ameriprise Financial Services, Inc.   1990 - 1995
Ameriprise Financial Services, Inc.   1986 - 1990

Skills
Change Management, Business Transformation..., Business Case, SDLC, Organizational Design, Project & Program..., Risk Planning &..., Business Planning, Analysis & Decision..., Operational..., Integration, Cross-functional Team..., Operational Excellence, Business Transformation, Financial Services, Program Management, Leadership, Team Building, Marketing, Recruiting, Strategy, Management Consulting, Business Analysis, Management

Education
Project Management Institute   2009 — 2010
PMP, Program Management

Six Sigma   2003 — 2003
Six Sigma - Green Belt

College for Financial Planning
CFP, Financial Planning

Montana State University-Bozeman
BS, Triple Major - Accounting, Finance & Business Management

NASD/FINRA
Series 6, 7 & 24 Licensure, Financial

Ronnie Utsman Ronnie Utsman Johnson City, Tennessee Area Details
Ronnie Utsman's Ameriprise Financial Services, Inc. Experience August 2008 - October 2009
Job Sales Professional at Rick Hill imports
Industry Financial Services
Experience
Rick Hill imports   October 2009 - Present
Ameriprise Financial Services, Inc.   August 2008 - October 2009
Merrill Lynch, Inc  May 2005 - August 2008
Lady & Son Equip. Co., Inc   May 2001 - December 2004
Wallace Nissan, Mitsubishi, Olds   February 1988 - April 2001

Skills
Management, Sales, Marketing, Committed to Customer..., Purchasing Negotiation, Arbitration, Listening to customers, Responsiveness, Highly responsible, Committed to..., Integrity, Professional Ethics

Education
College for Financial Planning   2006 — 2006
CRPC, Retirement Planning

East Tennessee State University   1970 — 1974
BS, Industrial Mgmt

Steven Ballard, JD, CRPC®, CFP®, AWMA®, AAMS® Steven Ballard, JD, CRPC®, CFP®, AWMA®, AAMS® Sioux City, Iowa Area Details
Steven Ballard, JD, CRPC®, CFP®, AWMA®, AAMS®'s Ameriprise Financial Services, Inc. Experience March 2015 - Present
Job Private Wealth Advisor & CERTIFIED FINANCIAL PLANNER™ practitioner with Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   March 2015 - Present
Ameriprise Financial Services, Inc.   December 2013 - Present
Ameriprise Financial Services, Inc.   November 2008 - Present
Ameriprise Financial Services, Inc.   January 2004 - Present
Ameriprise Financial Services, Inc.   2003 - Present
Ameriprise Financial Services, Inc.   1998 - Present

Education
College for Financial Planning   2014 — 2015
AAMS®, Accredited Asset Management Specialist(SM)

College for Financial Planning   2013 — 2014
AWMA®, Accredited Wealth Management Advisor(SM)

College for Financial Planning   2008 — 2008
CFP®, CERTIFIED FINANCIAL PLANNER(TM) practitioner, Financial Planning and Services

College for Financial Planning   2003 — 2004
CRPC®, Chartered Retirement Planning Counselor(SM)

The University of South Dakota School of Law   1995 — 1998
Juris Doctor, Law

The University of South Dakota   1991 — 1995
Bachelor of Science, Criminal Justice/Psychology

Scott L. Goodling, CFP® Scott L. Goodling, CFP® Greater Philadelphia Area Details
Scott L. Goodling, CFP®'s Ameriprise Financial Services, Inc. Experience January 1992 - December 1994
Job CERTIFIED FINANCIAL PLANNER™
Industry Financial Services
Experience
VALIC  February 1998 - Present
The Acacia Group LLC  May 1995 - February 1998
Ameriprise Financial Services, Inc.   January 1992 - December 1994
Ameriprise Financial Services, Inc.   January 1986 - December 1991
Ameriprise Financial Services, Inc.   September 1984 - January 1986

Education
College for Financial Planning   1989 — 1993
CFP®, Cash Management, Debt Management; Protection, Investment, Retirement, Tax and Estate Planning.

University of Pennsylvania   1977 — 1979
MSW, Family Social Work

Muhlenberg College   1972 — 1977
B.A., BSW, Psychology, Social Work

Nishchal Banskota Nishchal Banskota New London, New Hampshire Details
Nishchal Banskota's Ameriprise Financial Services, Inc. Experience January 2014 - May 2014
Job Intern at Mascoma Savings Bank
Industry
Experience
Colby-Sawyer College  January 2013 - Present
Mascoma Savings Bank  May 2014 - September 2014
Ameriprise Financial Services, Inc.   January 2014 - May 2014
Colby-Sawyer College Student Managed Investment Fund   January 2014 - May 2014
Colby-Sawyer College  August 2013 - December 2013
Colby-Sawyer College  September 2011 - September 2013
Colby-Sawyer College  August 2012 - September 2012
Vibes National Youth Monthly Newspaper   August 2009 - January 2011

Skills
Accounting, Microsoft Office, QuickBooks, Project Planning, Project Management, Data Entry, Leadership, Public Speaking, Computer Graphics Design, Artwork, Research, Financial Accounting, Program Management

Education
Colby Sawyer College   2011 — 2015
Bachelor of Business Administration (B.B.A.), Accounting and Finance

Rachael Bergman, CRPC® Rachael Bergman, CRPC® Columbus, Ohio Area Details
Rachael Bergman, CRPC®'s Ameriprise Financial Services, Inc. Experience February 2014 - Present
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   February 2014 - Present

Education
College for Financial Planning
Chartered Retirement Planning Counselor - CRPC®, Retirement Planning

Loyola University of Chicago   2006 — 2009
Bachelor of Business Administration (B.B.A.), Finance

Frank V. Gonnella, CRPC® Frank V. Gonnella, CRPC® Greater New York City Area Details
Frank V. Gonnella, CRPC®'s Ameriprise Financial Services, Inc. Experience July 2004 - Present
Job Financial Advisor/Chartered Retirement Planning Counselor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   July 2004 - Present
NUR Macroprinters  2002 - 2004
Konica Business Technologies, Inc.   1997 - 2002
VoiceCom Sytems, Inc.   1993 - 1997
Konica Business Machines, Inc.   1988 - 1993
Thermco, Inc.   1986 - 1988
Royal Business Machines  1984 - 1986

Education
College of Financial Planning   2007 — 2007
CRPC®, Chartered Retirement Planning Counselor

Manhattan College   1980 — 1984
BS, Business Administration, Marketing/Computer Science

West Orange High School   1977 — 1980
College Prep

Haad Majied CFP® Haad Majied CFP® Cleveland/Akron, Ohio Area Details
Haad Majied CFP®'s Ameriprise Financial Services, Inc. Experience November 2005 - November 2011
Job Vice President, Financial Consultant
Industry Financial Services
Experience
Fidelity Investments  November 2011 - Present
Ameriprise Financial Services, Inc.   November 2005 - November 2011

Education
College for Financial Planning   2009 — 2010
CRPC, AAMS, AWMS, Wealth Management, Retirement Planning

Wright State University   1999 — 2004
Bachelor Science, Marketing, Finance

CFP Board
CFP Certified Financial Planner

Meredith Tabbone, MBA, CFP®, CRPC® Meredith Tabbone, MBA, CFP®, CRPC® Greater Chicago Area Details
Meredith Tabbone, MBA, CFP®, CRPC®'s Ameriprise Financial Services, Inc. Experience 2004 - Present
Job Financial Advisor │ Associate Vice President at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   2004 - Present
Illinois State University  August 2003 - May 2004

Education
Northwestern University   2007 — 2007
Continuing Education Studies

College for Financial Planning   2005 — 2005
Chartered Retirement Planning Counselor

Illinois State University   2002 — 2004
MBA, Management, Finance

Illinois State University   1997 — 2001
Bachelors of Science, Marketing

Molly Dyer Molly Dyer Denver, Colorado Details
Molly Dyer's Ameriprise Financial Services, Inc. Experience June 2013 - Present
Job Paraplanner at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   June 2013 - Present

Education
College for Financial Planning   2013 — 2013
RP®, Registered ParaplannerSM, FFPN, Foundations in Financial Planning

Kaplan University   2013 — 2013
Insurance

Northern Michigan University   2000 — 2004
Bachelor of Arts (B.A.), Education

Marquette Senior High School   1996 — 2000

Marquette Center For Dance   1994 — 2000
Ballet

Paul Leesman, MBA, CFP® Paul Leesman, MBA, CFP® Greater New York City Area Details
Paul Leesman, MBA, CFP®'s Ameriprise Financial Services, Inc. Experience 1997 - Present
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   1997 - Present
Globe Mortgage   1992 - 1997
Citicorp/Citibank  1985 - 1992
Citicorp Mortgage  1985 - 1992

Education
Fairleigh Dickinson University   1985 — 1988
MBA, Finance

Colgate University   1978 — 1982
Bachelor of Arts, Economics/Geology

Hawthorne High School

Shiloh Wilson, CRPC Shiloh Wilson, CRPC Portland, Oregon Area Details
Shiloh Wilson, CRPC's Ameriprise Financial Services, Inc. Experience 2005 - Present
Job Small organic farmer
Industry Farming
Experience
Ameriprise Financial Services, Inc.   2005 - Present
Northwest Freedom Corp.   August 2002 - July 2005
Rent-A-Center  January 2001 - July 2002

Skills
Financial Analysis, Retirement Income..., Retirement Planning, Insurance, Estate Planning, Wealth Management, Investments, Long-term Care

Education
College for Financial Planning
CRPC

Daniel W. Saalman, CFP CRPC Daniel W. Saalman, CFP CRPC Greater New York City Area Details
Daniel W. Saalman, CFP CRPC's Ameriprise Financial Services, Inc. Experience 1998 - Present
Job Financial Advisor, An Ameriprise Platinum Financial Services® Practice
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   1998 - Present
The Pelham Country Club   1993 - 1997
The Pelham Country Club   1990 - 1993
US Army  1988 - 1990

Skills
Retirement Planning, Retirement, Financial Planning, Finance, Estate Planning, Management, Event Management, Leadership, Investments, Wealth Management, Team Building

Education
College for Financial Planning   2009 — 2015
Chartered Retirement Planning Counselor - CRPC, Retirement Strategies and Advice

Isenberg School of Management, UMass Amherst   1984 — 1988
Bachelor of Science, Hospitality Management & Finance

H. Leo Diaz, CFP®, CRPS®, CRPC®, APMA, MBA H. Leo Diaz, CFP®, CRPS®, CRPC®, APMA, MBA Englewood Cliffs, New Jersey Details
H. Leo Diaz, CFP®, CRPS®, CRPC®, APMA, MBA's Ameriprise Financial Services, Inc. Experience February 2008 - Present
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   February 2008 - Present
UBS Wealth Management  January 1994 - February 2008
David Lerner Associates, Inc.   March 1988 - January 1994
Warner-Lambert Company  1974 - 1988

Education
Columbia University in the City of New York   1970 — 1972
Master of Business Administration (MBA), Finance, General

College for Financial Planning
Master of Science (MS), Financial Planning and Services

IESE Business School - University of Navarra
PDD, Business Administration and Management, General

Saint Peter's College
Bachelor of Science (BS), Accounting

Irma Hampton, CRPC®, ADPA® Irma Hampton, CRPC®, ADPA® Austin, Texas Details
Irma Hampton, CRPC®, ADPA®'s Ameriprise Financial Services, Inc. Experience June 2011 - August 2013
Job Managing Partner, Texas | Wealth Advisor at Atlantic Capital Advisors
Industry Capital Markets
Experience
Atlantic Capital Advisors, LLC   August 2013 - Present
Ameriprise Financial Services, Inc.   June 2011 - August 2013
Raymond James & Associates, Inc   March 2005 - June 2011
UBS  October 1999 - March 2005
Everen Securities  January 1995 - October 1999
Smith Barney  January 1991 - December 1994
Mckinney & Taylor Real Estate   January 1973 - May 1985

Skills
Retirement Planning, Asset Allocation, Asset Management, Securities, Insurance, Investment Strategies, Financial Advisory, Banking, Wealth, Financial Planners, CRM, Long-term Care

Education
University of Arkansas at Little Rock   1970 — 1972
English, biology, anthropology

University of Arkansas at Little Rock   1970 — 1972

College for Financial Planning
Accredited Domestic Partnership Advisor ADPA®, Comprehensive Financial Advice to Domestic Partners

College for Financial Planning
Chartered Retirement Planning Counselor CRPC®, Comprehensive Retirement Planning

The American College
Certified Financial Planner CFP®, Comprehensive Financial Planning

JAMES JUSTUS, CFP, CRPC JAMES JUSTUS, CFP, CRPC Greater Nashville Area Details
JAMES JUSTUS, CFP, CRPC's Ameriprise Financial Services, Inc. Experience 2006 - 2009
Job Fee Only Financial Planner, Retirement Planner, Owner, Business Coach
Industry Financial Services
Experience
Objective Planning   September 2011 - Present
Waddell & Reed  2009 - 2011
Ameriprise Financial Services, Inc.   2006 - 2009
City of Plano  2001 - 2004
City of Dallas  2000 - 2001

Skills
Strategic Financial..., Budgets, Retirement Planning, Management Consulting, Public Speaking, Small Business, Financial Analysis, Series 7, Entrepreneurship, Statistics, Project Planning, Finance, Investments, Risk Management, Mutual Funds, Budgeting, Financial Planning, Listening to customers, Marketing, Team Building, Strategic Planning

Education
University of Washington   2004 — 2006
MPA

University of North Texas   2000 — 2001
Master of Library Science

Colby College   1993 — 1996
Bachelor of Arts, Art and Performing Arts

University School of Nashville
High School

Paul Bergman, CFP Paul Bergman, CFP Cincinnati Area Details
Paul Bergman, CFP's Ameriprise Financial Services, Inc. Experience 1982 - Present
Job Private Wealth Advisor at Ameriprise Financial Services, Inc
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   1982 - Present
Southeastern Ohio Speech and Hearing Center, Inc.   1978 - 1982

Education
Ohio University   1980 — 1982
MBA, Finance

Cleveland State University   1975 — 1977
MA, Audology

St. Joseph's College   1970 — 1974
BA, Biology

Page Pittman, CFP® CRPS® Page Pittman, CFP® CRPS® Tampa/St. Petersburg, Florida Area Details
Page Pittman, CFP® CRPS®'s Ameriprise Financial Services, Inc. Experience June 2009 - November 2013
Job Retirement Income Specialist | IRA | Social Security Expert | Wealth Investment Manager | Retirement Plan Specialist |
Industry Financial Services
Experience
Principal Financial Group  November 2013 - Present
Ameriprise Financial Services, Inc.   June 2009 - November 2013
Suncoast Ford   September 2007 - August 2008
AutoNation  July 2002 - September 2007

Skills
Social Security, Insurance, Strategic Financial..., Sales Management, Team Building, Management, Investments, Finance, Leadership, Business Planning, Retail, Pensions, Strategy, Sales, Estate Planning, Succession Planning, Disability Insurance, Automotive, Wealth, Retirement, Tax

Education
The University of Texas at Austin   2011 — 2013
Bachelor of Business Administration (BBA), Financial Planning, Investment Management, Business Retirement Plans

The University of Texas at Austin   1982 — 1986
BBA, Marketing

College for Financial Planning   2009 — 2011
CRPS® Chartered Retirement Plans Specialist, CRPC® Chartered Retirement Planning Counselor,, Business Retirement Plan Design and Implementation

Southern Methodist University - Cox School of Business   2000 — 2001
Certificate of Completion, Philosophy of Business Management

Jeff Gustafson, CRPC® Jeff Gustafson, CRPC® Greater Minneapolis-St. Paul Area Details
Jeff Gustafson, CRPC®'s Ameriprise Financial Services, Inc. Experience April 2013 - Present
Job Manager, Field Training at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   April 2013 - Present
Ameriprise Financial Services, Inc.   December 2011 - April 2013
Ameriprise Financial Services, Inc.   August 2010 - December 2011
Ameriprise Financial Services, Inc.   January 2010 - August 2010
Ameriprise Financial Services, Inc.   April 2009 - January 2010

Skills
Employee Training, Series 7, Coaching, Training, Salesforce.com, Project Management, Retirement, Retirement Planning, Strategic Financial..., Series 63, Management, Uniform Combined State..., Process Improvement, Estate Planning, Recruiting, Fixed Annuities, Insurance, Mutual Funds, Financial Services, Series 24

Education
College for Financial Planning   2014 — 2014
Chartered Retirement Planning Counselor

University of Wisconsin-Madison   2003 — 2007
Bachelor's Degree, Economics

Peter J. Durfee, CFP Peter J. Durfee, CFP Greater Boston Area Details
Peter J. Durfee, CFP's Ameriprise Financial Services, Inc. Experience September 1991 - Present
Job Certified Financial Planner at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   September 1991 - Present
Ameriprise Financial Services, Inc.   September 1991 - Present

Education
Stonehill College   1984 — 1988
Bachelor of Science, Health Care Administration

College for Financial Planning   1992 — 1994
CFP Professional Education Program

Securities and Insurance
Series 7, Series 63, Life, Accident & Health

Jason Ice, CFP® Jason Ice, CFP® Cleveland/Akron, Ohio Area Details
Jason Ice, CFP®'s Ameriprise Financial Services, Inc. Experience July 2007 - July 2009
Job Director of Financial Services with C&P Wealth Management, LLC
Industry Financial Services
Experience
C&P Wealth Management, LLC   July 2009 - Present
Ameriprise Financial Services, Inc.   July 2007 - July 2009
Ameriprise Financial  June 2004 - July 2007
American Express Financial Advisors  December 2001 - June 2004
Sarnoff Corporation  2000 - 2000

Skills
Series 7, Asset Allocation, Strategic Financial..., Wealth Management, Financial Advisory, Series 9, Series 10, Series 66, Investments, Retirement Planning, Investment Advisory, Estate Planning, Mutual Funds, Retirement, 401k, 403 b

Education
Penn State University   1997 — 2001
BS, Finance

American College   2008 — 2009
Certified Financial Planning Certification, Chartered Financial Consultant Designation

Certified Financial Planner Board of Standards   2008 — 2009

College for Financial Planning   2005 — 2008
Certified Retirement Planning Consultant, Accredited Asset Management Specialist

Institute of Business and Finance   2003 — 2004
Certified Funds Specialist Designation

Berkshire School   1996 — 1997

Pennsbury High School   1992 — 1996

Jeffrey T Hankins, CRPC Jeffrey T Hankins, CRPC Columbus, Ohio Area Details
Jeffrey T Hankins, CRPC's Ameriprise Financial Services, Inc. Experience August 1995 - Present
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   August 1995 - Present
Huntington National Bank  February 1987 - August 1995

Education
College for Financial Planning   2007 — 2007
CRPC, Finance

Franklin University   1990 — 1994
Bachelor of Science, Finance, Business Management

Mark Lessner CFP ® CLTC Mark Lessner CFP ® CLTC Greater Boston Area Details
Mark Lessner CFP ® CLTC's Ameriprise Financial Services, Inc. Experience December 1992 - Present
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   December 1992 - Present
WEEI, Boston   1981 - 1992

Education
Guilford College   1968 — 1970
BA, History, English

College for Financial Planning

Neil Walton Neil Walton Seattle, Washington Details
Neil Walton's Ameriprise Financial Services, Inc. Experience May 2013 - July 2013
Job Associate Consultant as Revenue Solutions, Inc.
Industry Computer Software
Experience
Revenue Solutions, Inc.   July 2015 - Present
Eastern Funding LLC  June 2014 - August 2014
Ameriprise Financial Services, Inc.   May 2013 - July 2013

Skills
Java, Python, Stata, SAS programming, C, Linux, Valgrind, Object Oriented Design, Operating Systems, Artificial Intelligence, Machine Learning

Education
Colgate University   2011 — 2015
Bachelor of Arts (B.A.), Computer Science and Economics, 3.45

Nicholas J.D. Olesen, CFP® Nicholas J.D. Olesen, CFP® Greater Philadelphia Area Details
Nicholas J.D. Olesen, CFP®'s Ameriprise Financial Services, Inc. Experience May 2006 - May 2010
Job Private Wealth Manager & Founder Olesen Wealth Management | CERTIFIED FINANCIAL PLANNER™ Practitioner
Industry Financial Services
Experience
Olesen Wealth Management / The Philadelphia Group / LPL Financial   May 2010 - Present
Ameriprise Financial Services, Inc.   May 2006 - May 2010
Ameriprise Financial Services, Inc.   May 2006 - May 2010
Corporate Financial Advisors   June 2000 - December 2005

Skills
Retirement Planning, Wealth Management, Strategic Financial..., Financial Planners, Finance, Estate Planning, Retirement, Financial Advisory, Investments, Wealth, Strategy, Personal Finance, Securities, Comprehensive Financial..., Investment Management, Retirement Plan..., Financial Planning, Charitable Giving..., Wealth Management..., High Net Worth..., Personal Financial..., Portfolio Management, Asset Management, Investment Advisory, 401k Rollovers, Holistic Financial..., Certified Financial..., Wealth Accumulation, Asset Allocation

Education
James Madison University - College of Business
Bachelor of Science, Economics

College for Financial Planning   2010 — 2011
Certified Financial Planner Certfication Program, Financial Planning

College for Financial Planning   2009 — 2010
CRPC, Certified Retirement Planning Counselor

Edward Krisuk, CFP Edward Krisuk, CFP Greater Pittsburgh Area Details
Edward Krisuk, CFP's Ameriprise Financial Services, Inc. Experience October 1980 - Present
Job Partner/Certified Financial Planner at Krisuk, Krisuk & Associates
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   October 1980 - Present
Ameriprise Financial Services, Inc.   October 1980 - Present

Skills
Investment Strategies, Woman's Financial..., Estate planning..., Wealth perservation..., Retirement income..., Wealth Management..., Strategic Financial..., Public Seminars, Investments, Estate Planning, Wealth Management, Retirement, Finance, Retirement Planning, Series 7, Investment Advisory, Mutual Funds, Asset Allocation, Series 63, Series 6, Wealth Accumulation, Saving for Education, Financial Advisory, Wealth, Financial Planners, 401k Rollovers, Portfolio Management, Management, Financial Services, Insurance, Fixed Annuities, Asset Management, Securities, Public Speaking, Equities, Financial Analysis, Life Insurance, Leadership, Financial Planning

Education
College for Financial Planning   1981 — 1985
Certified Financial Planner (CFP), Financial Planning

Youngstown State University   1968 — 1971

New Castle High School   1966 — 1968

Kristopher Wiege, CRPC Kristopher Wiege, CRPC Greater Minneapolis-St. Paul Area Details
Kristopher Wiege, CRPC's Ameriprise Financial Services, Inc. Experience December 2001 - Present
Job Financial Advisor / Chartered Retirement Planning Counselor
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   December 2001 - Present

Education
College for Financial Planning   2006 — 2006
Chartered Retirement Planning Counselor

Intitute of Business and Finance   2005 — 2005
Certified Fund Specialist

North Dakota State University   1997 — 2001

Karen Maloney-Hagel, CRPC®, CLTC, CDFA™ Karen Maloney-Hagel, CRPC®, CLTC, CDFA™ Worcester, Massachusetts Details
Karen Maloney-Hagel, CRPC®, CLTC, CDFA™'s Ameriprise Financial Services, Inc. Experience December 2004 - Present
Job Financial Advisor, An Ameriprise Platinum Financial Services® practice
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   December 2004 - Present
SMI  December 2002 - December 2003
Garden Ridge  December 2000 - December 2002
Montgomery Ward  December 1996 - December 2000
Mothertime   December 1993 - December 1996

Education
College for Financial Planning
CRPC, Retirement Planning

Ohio University

Lynn M. Munoz, CRPC, CDFA, CLTC Lynn M. Munoz, CRPC, CDFA, CLTC Cumberland, Rhode Island Details
Lynn M. Munoz, CRPC, CDFA, CLTC's Ameriprise Financial Services, Inc. Experience December 2014 - Present
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Capuzziello Wealth Management Group   June 2013 - Present
Ameriprise Financial Services, Inc.   December 2014 - Present
Ameriprise Financial Services, Inc.   May 2013 - Present
Ameriprise Financial Services, Inc.   January 2010 - Present
Ameriprise Financial Services, Inc.   May 2001 - Present
Ameriprise Financial Services, Inc.   2007 - 2010
Diatide Research Laboratories   March 2000 - May 2001
Diatide, Inc.   July 1997 - June 1999

Education
Institute for Divorce Financial Analysts   2012 — 2013
Certified Divorce Financial Analyst

College for Financial Planning
Chartered Retirement Planning Counselor

Frank J. Ward Frank J. Ward Greater Omaha Area Details
Frank J. Ward's Ameriprise Financial Services, Inc. Experience August 2008 - April 2013
Job Senior Manager of Investments & Planning at First National Bank of Omaha, Advisor with Raymond James Financial Services
Industry Financial Services
Experience
First National Bank of Omaha  April 2013 - Present
Raymond James Financial, Inc.   June 2015 - Present
Special Olympics  2007 - Present
Ameriprise Financial Services, Inc.   August 2008 - April 2013
Wachovia Securities  July 1998 - August 2008
PaineWebber  October 1986 - July 1998

Skills
Financial Planning, Asset Management, Portfolio Management, Investments, Money Management, Retirement Planning, Wealth Management..., Insurance, Estate Planning, Risk Management, Charitable Gift Planning, Strategic Financial...

Education
College for Financial Planning   2008 — 2012
Master of Science (M.S.), Financial Planning

University of Nebraska at Omaha   1980 — 1985
Bachelor of Science, Biology & Business Administration

University of Nebraska-Lincoln   1975 — 1980
Bachelor of Science, Zoology

Bruce R. Buck Bruce R. Buck Hartford, Connecticut Area Details
Bruce R. Buck's Ameriprise Financial Services, Inc. Experience May 2014 - Present
Job Paraplanner | Registered Principal Delegate at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   May 2014 - Present
Ameriprise Financial Services, Inc.   May 2006 - Present
Ameriprise Financial Services, Inc.   January 2006 - March 2006
Foxwoods Resort Casino  September 2003 - May 2005
Horry County Fire Rescue  March 2001 - August 2003
City of Georgetown, SC   January 1999 - February 2001

Education
Coastal Carolina University   1996 — 2000

Stonington High School   1992 — 1996

Jennifer Trembley, CFP® ChFC® APMA® CRPC® CDFA Jennifer Trembley, CFP® ChFC® APMA® CRPC® CDFA Greater Denver Area Details
Jennifer Trembley, CFP® ChFC® APMA® CRPC® CDFA's Ameriprise Financial Services, Inc. Experience March 2006 - October 2009
Job Financial Advisor | CERTIFIED FINANCIAL PLANNER Practitioner(TM) with Ameriprise FInancial Services, Inc.
Industry Financial Services
Experience
Ethos Financial Partners, a Financial Advisory Practice of Ameriprise Financial Services   October 2009 - Present
Ameriprise Financial Services, Inc.   March 2006 - October 2009
SMC  August 2003 - February 2006
Eilar Associates   June 2002 - June 2003

Education
University of Pennsylvania

College for Financial Planning

The American College

Charles M. Beynon, CFP® Charles M. Beynon, CFP® Greater Boston Area Details
Charles M. Beynon, CFP®'s Ameriprise Financial Services, Inc. Experience September 2002 - Present
Job Financial Advisor | CERTIFIED FINANCIAL PLANNER™ practitioner | Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   September 2002 - Present

Skills
Responsiveness, Attention to Detail, Risk Management, Relationship Building, Ability to Listen, Client Experience, Strategic Partnerships, Analytical, Strategic Planning, Business Planning, Diligence, Prudence, Education Planning, Client Relationships, Employee Benefits

Education
University of New Hampshire   1998 — 2002
Bachelor's Degree, Business Administration, Finance, Economics

College for Financial Planning
MSFP, CRPC®, CMFC®, Advanced Financial Planning

The American College
ChFC®, CLU®, Advanced Financial Planning

Brian Johnson, CFP®, CRPC®, CEP®, APMA® Brian Johnson, CFP®, CRPC®, CEP®, APMA® Seattle, Washington Details
Brian Johnson, CFP®, CRPC®, CEP®, APMA®'s Ameriprise Financial Services, Inc. Experience March 2006 - Present
Job Dennie, Owen, Hamby and Johnson: a financial advisory practice of Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   March 2006 - Present

Education
College for Financial Planning   2012 — 2012
APMA (Accredited Portfolio Management Advisor)

Kaplan University   2011 — 2011
CFP® (Certified Financial Planner)

National Institute of Certified Estate Planners   2010 — 2010
CEP® (Certified Estate Planner)

College for Financial Planning   2007 — 2007
CRPC® (Chartered Retirement Planning Counselor)

The University of North Dakota   1999 — 2003
BBA

Craig Hoffman, CFP® Craig Hoffman, CFP® Houston, Texas Area Details
Craig Hoffman, CFP®'s Ameriprise Financial Services, Inc. Experience May 1987 - Present
Job Financial Advisor & Certified Financial Planner tm Professional
Industry Financial Services
Experience
YMCA  2012 - Present
Ameriprise Financial Services, Inc.   May 1987 - Present
Rice University  June 2006 - June 2011
University of St. Thomas-Houston  2004 - 2009
Olde Discount Stockbrokers  1987 - 1999

Education
College for Financial Planning   2003 — 2004
Certified Financial Planner™, Chartered Retirement Planning Counselor™

The University of Texas at Austin   1981 — 1985
Bachelor of Arts (B.A.), Economics

Ray Clark, CFP®, CRPC® Ray Clark, CFP®, CRPC® Coppell, Texas Details
Ray Clark, CFP®, CRPC®'s Ameriprise Financial Services, Inc. Experience November 1998 - Present
Job Financial Advisor at Ameriprise Financial Services, Inc. CERTIFIED FINANCIAL PLANNER™ professional
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   November 1998 - Present

Education
American College

College for Financial Planning

Rochester College

Crystal Garrett, APMA®, CFP® Crystal Garrett, APMA®, CFP® Houston, Texas Area Details
Crystal Garrett, APMA®, CFP®'s Ameriprise Financial Services, Inc. Experience August 1996 - Present
Job Financial Advisor, Senior Vice President at Tiras Wealth Management
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   August 1996 - Present

Education
College for Financial Planning   2012 — 2013

Pearland High School

Sam Houston State University   1992 — 1996
BBA, Finance

Kaplan University   2011 — 2011
Certificate in Financial Planning

April Oliver, CFP April Oliver, CFP Charlotte, North Carolina Area Details
April Oliver, CFP's Ameriprise Financial Services, Inc. Experience October 2005 - December 2006
Job Financial Advisor
Industry Financial Services
Experience
Ameriprise Financial  September 2002 - Present
Ameriprise Financial Services, Inc.   October 2005 - December 2006
Hills Bank & Trust   May 2000 - May 2002
University of Iowa  May 1999 - May 2000

Skills
Client Management, Attention to Detail, Business Planning, Analytical, Ability to Listen, Relationship Building, Community Relations, Coaching, Client Relationships, Business Strategy, Leadership, Ethical character, Decision-making, Customer Experience, Skilled Communicator

Education
College for Financial Planning   2005 — 2007
Certified Financial Planner

University of Iowa - Henry B. Tippie College of Business   1998 — 2002
B.S. Business Management, Business & Psychology

Christopher Rotella, MBA, CRPC, ChFC, CLU Christopher Rotella, MBA, CRPC, ChFC, CLU Riverdale, New Jersey Details
Christopher Rotella, MBA, CRPC, ChFC, CLU's Ameriprise Financial Services, Inc. Experience December 2003 - Present
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   December 2003 - Present
American Express Financial Advisors  2003 - 2006
American Express Financial Advisors  2002 - 2003

Education
The American College   2013 — 2013
Charter Life Underwriter, Insurance

The American College   2004 — 2008
ChFC, Financial Planning

College for Financial Planning   2006 — 2007
Chartered Retirement Planning Counselor, Financial Planning and Services

Seton Hall University   1996 — 1998
MBA

US Coast Guard Academy   1990 — 1995
Bachelor of Science, Civil Engineering

Steven Brundage CRPC Steven Brundage CRPC Irvine, California Details
Steven Brundage CRPC's Ameriprise Financial Services, Inc. Experience December 1995 - Present
Job Financial Advisor, Brundage Pearl & Associates A financial advisory practice of Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   December 1995 - Present
Marine Corps Recruiting  December 1990 - December 1994

Education
College for Financial Planning   2009 — 2010
Retirement Planning

Phyllis Thompson, Partner, New York Life Insurance Company Phyllis Thompson, Partner, New York Life Insurance Company Washington D.C. Metro Area Details
Phyllis Thompson, Partner, New York Life Insurance Company's Ameriprise Financial Services, Inc. Experience January 2006 - March 2009
Job Experienced Leader: Recruit, Develop, and Retain Professionals in Financial Services
Industry Financial Services
Experience
New York Life Insurance Company  March 2014 - Present
NYLIFE Securities LLC  December 2011 - Present
NYLIFE Securities LLC, New York Life Insurance Company   December 2011 - March 2014
PNC Investments  March 2009 - December 2011
Ameriprise Financial Services, Inc.   January 2006 - March 2009

Skills
Retirement, Retirement Planning, Financial Services, Securities, Estate Planning, Investments, Finance, Insurance, FINRA, Personal Finance, IRAs, Analysis, 401(k) Rollovers,..., Small Business..., Wealth Preservation,..., Financial Planners, Small Business, Mutual Funds, Leadership, Financial Advisory, Life Insurance, Customer Service

Education
University of Maryland University College   2011 — 2013
"Master of Business Administration", Business Administration, Management and Operations, 4.0

College for Financial Planning   2008 — 2009
Chartered Retirement Planning Counselor, Retirement Planning, A

Princeton University   1973 — 1977
Bachelor of Science (B.S.), Biology, General, 3.5

Guy Regalado CRPC® Guy Regalado CRPC® Boca Raton, Florida Details
Guy Regalado CRPC®'s Ameriprise Financial Services, Inc. Experience October 2013 - Present
Job
Industry Investment Management
Experience
Ameriprise Financial Services, Inc.   October 2013 - Present

Skills
Business Planning, Risk Management, Strategic Planning, Analytical, Business Strategy, Insurance Broker/agent, Employee Benefits, Education Planning, Client Management

Education
College for Financial Planning
Chartered Retirement Planning Counselor, Financial Planning

University of Maryland College Park
Bachelor of Science, Finance

Lakenheath High School, Lakenheath, England

William J. Cuthbertson II, CRPC® William J. Cuthbertson II, CRPC® Greater Philadelphia Area Details
William J. Cuthbertson II, CRPC®'s Ameriprise Financial Services, Inc. Experience August 2003 - Present
Job Financial Advisor, MLS Wealth Partners, a private wealth advisory practice of Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   August 2003 - Present

Education
College for Financial Planning   2010 — 2010
CRPC certification, Financial Planning

Coastal Carolina University   1998 — 2002
BS, Marketing

Central Bucks High School East   1995 — 1998

HENRY G. ILYASOV, APMA®, CRPC® HENRY G. ILYASOV, APMA®, CRPC® Greater Detroit Area Details
HENRY G. ILYASOV, APMA®, CRPC®'s Ameriprise Financial Services, Inc. Experience September 2004 - Present
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   September 2004 - Present

Education
Oakland University
Economics and Finance

College for Financial Planning
Retirement Planning and Portfolio Management

Kimberlee Orth, CFP® Kimberlee Orth, CFP® Wilmington, Delaware Details
Kimberlee Orth, CFP®'s Ameriprise Financial Services, Inc. Experience June 1987 - Present
Job Private Wealth Advisor, Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   June 1987 - Present

Education
College for Financial Planning
Certified Financial Planner

University of Delaware
BS, Business Administration

Steve Orchekowsky ChFC®, CLU®, CMFC® Steve Orchekowsky ChFC®, CLU®, CMFC® Greater Seattle Area Details
Steve Orchekowsky ChFC®, CLU®, CMFC®'s Ameriprise Financial Services, Inc. Experience March 2014 - April 2015
Job Retirement Plan Services Professional
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   March 2014 - April 2015
LPL Financial  November 2012 - March 2014
Hartford Financial Services Group  October 2011 - October 2012
MassMutual Financial Group  January 2011 - August 2011
Principal Financial Group  March 2006 - January 2011
United States Navy and Naval Reserve   August 1986 - March 2007
Great-West Financial  April 2004 - April 2006
MassMutual Financial Group  June 2000 - April 2004

Skills
Wealth Accumulation..., Estate Planning, Asset Allocation, Brokerage Accounts, 401 (k), 403 (b), SEP &..., Variable Annuities, Roth IRA, Traditional IRA, Informal Business..., business continuation..., Business Overhead..., Buy-sell Agreements, buy-sell review, Charitible giving, Deferred Compensation..., Disability Income..., Executive Benefits..., Financial Needs Analysis, Income Protection, Key Person Insurance, Long Term Care Insurance, Mutual Funds, Pension Plans, Salary Continuation, Series 7, Series 66, Split Dollar Plans, Supplemental Retirement..., Survivor Income, Tax-Deferred Savings, College Funding..., Term Life Insurance, Universal Life Insurance, Fixed Annuities, Whole Life Insurance, Whole Life, Financial Advisory, IRAs, 403 b, Disability Insurance, Fixed Income, FINRA, Investments, Investment Management, Wealth Management, Retirement Planning

Education
The American College   2007 — 2014
Investment, Insurance and Estate Planning

College for Financial Planning   2005 — 2005
Mutual Funds and Investment Companies

Northwest University
Business

Brandon S. Campbell, CRPC® Brandon S. Campbell, CRPC® Austin, Texas Details
Brandon S. Campbell, CRPC®'s Ameriprise Financial Services, Inc. Experience January 2015 - Present
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   January 2015 - Present
Waddell & Reed  June 2014 - January 2015
Jauregui Architect Builder Interiors  June 2013 - June 2014
Trey Jordan Architecture   August 2007 - August 2011

Education
The University of Texas at Austin   2011 — 2013
Master's Degree, Architecture

University of Arizona   1999 — 2003
Bachelor’s Degree, Architecture, Magna Cum Laude

College for Financial Planning

Gary Dunco CFA CFP® CRPC® APMA Gary Dunco CFA CFP® CRPC® APMA Greater Milwaukee Area Details
Gary Dunco CFA CFP® CRPC® APMA's Ameriprise Financial Services, Inc. Experience December 1993 - Present
Job Private Wealth Advisor | Dunco, Braun & Associates |A financial advisory practice of Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   December 1993 - Present
Stewart-Peterson Inc.  1989 - 1993

Education
University of Wisconsin-Milwaukee   1983 — 1988
B.B.A., Finance

College for Financial Planning

Nghia Ngo Nghia Ngo New London, New Hampshire Details
Nghia Ngo's Ameriprise Financial Services, Inc. Experience May 2015 - Present
Job Financial Planning Assistant at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   May 2015 - Present
Colby-Sawyer College  September 2013 - May 2015
Ameriprise Financial Services, Inc.   September 2013 - May 2015
FPT Securities JSC (FPTS)   May 2012 - August 2014
EY  July 2013 - September 2013

Skills
Microsoft Office, Data Analysis, Financial Accounting, Statistics, Finance, Access, SPSS, Critical Thinking, Calculus, Problem Solving, Physics, Photoshop, InDesign, Investment Management, Creativity, Ballroom Dance, Illustrator, PowerPoint, Microsoft Excel, Microsoft Word, Business Strategy, Research, Public Speaking

Education
Colby Sawyer College   2011 — 2015
Bachelor of Science (BS), Accounting and Finance. Mathematics Minor, 3.70/4.00

Hanoi-Amsterdam High School For The Gifted   2007 — 2010
Physics

Dawn R. Schricke Dawn R. Schricke United States Details
Dawn R. Schricke's Ameriprise Financial Services, Inc. Experience July 2008 - August 2011
Job Head of Advisor Implementation, Merrill Lynch Marketing
Industry Financial Services
Experience
Bank of America Merrill Lynch  May 2015 - Present
Schricke & Associates, Advisory Consulting Solutions   January 2013 - May 2015
Merrill Lynch  April 2013 - December 2014
Ameriprise Financial  August 2011 - December 2012
Ameriprise Financial Services, Inc.   July 2008 - August 2011
Morgan Stanley  February 2007 - March 2008

Skills
Dynamic Speaker, Strategic Consulting, Strategic Financial..., Agent for Change, Digital Strategy, Social Media Marketing, Branding & Identity, Content Writing, Business Development, Client Aquisition, Value Propositions, Increased Profitability, Practice Management, Increasing Operational..., Advisor Development, Keynote, Series 63, Series 7, Leadership, Management, Finance, Retirement Planning, Portfolio Management, Securities, Financial Advisory, Financial Services, Insurance, 401k, Financial Planning

Education
Oakland University   1998 — 2000
B.A., English & French Language & Literature

San Diego State University-California State University   1987 — 1989
International Finance

College for Financial Planning

Matthew Webber, CRPC®, CFP®, ChFC® Matthew Webber, CRPC®, CFP®, ChFC® Fairfield, Connecticut Details
Matthew Webber, CRPC®, CFP®, ChFC®'s Ameriprise Financial Services, Inc. Experience December 2006 - Present
Job Financial Advisor, CERTIFIED FINANCIAL PLANNER™ practitioner
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   December 2006 - Present
Foundation for Investor Education   September 2009 - Present
Ameriprise Financial  2002 - December 2006
The Media Group  September 1998 - April 2002
The Media Group  1997 - 1998

Education
University of Connecticut   1998 — 2001

The American College   2010 — 2011
CHfC, Chartered Financial Consultant

The American College   2003 — 2005
CFP, CERTIFIED FINANCIAL PLANNER program

College for Financial Planning
CRPC, Chartered Retirement Planning Counselor

Fairfield Prep

Kim Norris-Alessi Kim Norris-Alessi Greater Minneapolis-St. Paul Area Details
Kim Norris-Alessi's Ameriprise Financial Services, Inc. Experience February 2011 - February 2014
Job
Industry Accounting
Experience
Salo LLC  May 2015 - Present
Alessi CPAs   March 2014 - Present
Ameriprise Financial Services, Inc.   February 2011 - February 2014
Orbital ATK  October 2008 - February 2011
Deloitte  October 2006 - September 2008

Skills
Financial Analysis, Financial Reporting, Accounting, Process Improvement, SOX, Account Reconciliation, Proficient at Microsoft..., Deltek Costpoint..., PAM for Investments,..., Auditing, Internal Controls, General Ledger, Revenue Recognition, Investments, System Implementations, Finance

Education
Cleveland State University
Master's of Accountancy

St. Cloud State University
Bachelor of Arts (B.A.)

Paul Rampetsreiter, CRPC®, RFC® Paul Rampetsreiter, CRPC®, RFC® Greater Minneapolis-St. Paul Area Details
Paul Rampetsreiter, CRPC®, RFC®'s Ameriprise Financial Services, Inc. Experience November 2006 - March 2009
Job Financial Advisor at Ameriprise Financial
Industry Financial Services
Experience
Synergy Wealth Management   April 2009 - Present
Ameriprise Financial Services, Inc.   November 2006 - March 2009
Ameriprise Financial  June 2004 - October 2006
American Express Financial Advisors  December 2003 - June 2004

Education
College for Financial Planning   2008 — 2009
CRPC, Chartered Retirement Planning Counselor

Minnesota State University, Mankato   2001 — 2002
Certificate in Financial Planning

University of Minnesota-Twin Cities   1991 — 1998
Bachelor's, Economics

Adam Williamson, CFP® Adam Williamson, CFP® Midlothian, Virginia Details
Adam Williamson, CFP®'s Ameriprise Financial Services, Inc. Experience April 2010 - Present
Job Financial Advisor, Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   April 2010 - Present

Education
Virginia Polytechnic Institute and State University   2002 — 2005
Marketing Management, Business, Marketing, Advertising

College for Financial Planning
Certified Financial Planning

Justin Norgren-Markley Justin Norgren-Markley Washington D.C. Metro Area Details
Justin Norgren-Markley's Ameriprise Financial Services, Inc. Experience June 2011 - August 2011
Job Program Analyst at Special Inspector General for Afghanistan Reconstruction
Industry Government Administration
Experience
Special Inspector General for Afghanistan Reconstruction  June 2014 - Present
Colgate University  2010 - May 2014
Special Inspector General for Afghanistan Reconstruction  May 2013 - February 2014
Special Inspector General for Afghanistan Reconstruction  June 2013 - August 2013
Citizens to Elect Brad Toft   June 2012 - August 2012
Ameriprise Financial Services, Inc.   June 2011 - August 2011

Skills
Report Writing, Policy Analysis, English, Research, Teamwork, Public Speaking, Customer Service, Social Media, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Analysis, Program Management, Editing, Data Analysis

Education
Colgate University   2010 — 2014
Bachelor of Arts (BA), Political Science and Government

Cushing Academy
Bachelor of Arts

R Theodore Murphy R Theodore Murphy Baltimore, Maryland Details
R Theodore Murphy's Ameriprise Financial Services, Inc. Experience 2014 - Present
Job Financial Advisor, Vice President at Ameriprise Financial Services, Inc.
Industry Investment Management
Experience
Ameriprise Financial Services, Inc.   2014 - Present
AXA Advisors  2002 - 2014

Education
University of Pennsylvania - The Wharton School
Executive Retirement Planning Program

Georgetown University
Executive Certificate, Financial Planning and Services

College for Financial Planning
Accredited Asset Management Specialist

Towson University
Bachelor of Science (B.S.), Business Administration, concentration in Finance

Loyola Blakefield   1988 — 1994

Bryan Skoruppa Bryan Skoruppa Greater San Diego Area Details
Bryan Skoruppa's Ameriprise Financial Services, Inc. Experience May 2002 - May 2006
Job Wealth Manager at USAA
Industry Financial Services
Experience
USAA  July 2013 - Present
USAA  January 2007 - Present
Investment Professionals, Inc.   May 2006 - January 2007
Ameriprise Financial Services, Inc.   May 2002 - May 2006

Skills
Wealth Management, Financial Planners, Financial Services, Financial Goals, Estate Law, Sales, IRAs, Retirement Planning, Estate Planning, Retirement, Investment Advisory, Asset Allocation, 401k Rollovers, Investment Strategies, Portfolio Management, Mutual Funds, Fixed Annuities

Education
Certified Financial Planner Board of Standards, Inc.
CFP®, Certified Financial Planner Professional Designation

College for Financial Planning
Masters of Science, Personal Financial Planning

Nat'l Assoc Estate Planners & Councils
AEP®, Accredited Estate Planner Professional Designation

American Bankers Assoc. Institute of Certified Bankers
CTFA®, Certified Trust and Financial Advisor Professional Designation

The American College
ChFC® & CLU®, Chartered Financial Consultant & Chartered Life Underwriter Professional Designation

Cannon Financial Institute
CWS®, Certified Wealth Strategist Professional Designation

Texas A&M University
Agricultural Business & Mgmt

Texas State University
Bachelors of Science, Agriculture-Business & Management

George West High School
HS Diploma

Cheri Solomon Cheri Solomon San Francisco Bay Area Details
Cheri Solomon's Ameriprise Financial Services, Inc. Experience 1994 - 1995
Job Executive Admin, Office Manager, Small Business Owner
Industry Financial Services
Experience
Lures By Design   January 2008 - Present
UBS  September 2007 - December 2008
ProMatch  May 2008 - November 2008
Smith Barney  December 2003 - September 2007
Ameriprise Financial Services, Inc.   1994 - 1995

Education
College for Financial Planning   1995 — 1996
on hold, CFP designation

Steven Soranno, CFA, CAIA Steven Soranno, CFA, CAIA Troy, Michigan Details
Steven Soranno, CFA, CAIA's Ameriprise Financial Services, Inc. Experience July 2014 - Present
Job Vice President, Director of Equity Research at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   July 2014 - Present
Calvert Investment Management   March 2011 - June 2014
The Kogod School of Business at American University  2013 - 2014
Westrock Investment Advisors   2010 - 2011
Credit Suisse Group  2005 - 2009
Credit Suisse Group - Swiss American Securities   1998 - 2005
CIBC Oppenheimer  1996 - 1998
Lehman Brothers, International  1995 - 1996
Cowen & Company  January 1991 - September 1993

Skills
Mentoring, Portfolio Optimization, Equities, Asset Management, Valuation, Portfolio Management, Investments, Financial Modeling, Equity Research, Financial Analysis, Financial Markets, Economics, ESG Integration, Supervisory Skills, Writing, Investment Valuation, Trading, Emerging Markets, Sustainability, FX Options, Finance, Corporate Finance, Series 7, Financial Services, Fixed Income, Analysis, Strategic Financial..., Supervising, Non-profit Volunteer, Financial Planning, Strategy

Education
University of Virginia Darden School of Business   1993 — 1995
MBA, Finance, Business

Budapest University of Economic Sciences   1994 — 1994
Certificate, Economics

Colgate University   1985 — 1989
BA, Economics & Political Science, double major

Morgan T. Burklow, CRPC Morgan T. Burklow, CRPC Greater New York City Area Details
Morgan T. Burklow, CRPC's Ameriprise Financial Services, Inc. Experience March 2011 - Present
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   March 2011 - Present

Education
College for Financial Planning   2014 — 2015
CRPC - Chartered Retirement Planning Counselor, Financial Planning and Services

Universidade Federal do Espírito Santo   2009 — 2010
Portuguese Language and Literature

Montclair State University
Bachelor of Science (BS), Marketing

Clinton Dosio, M.S., MPAS, CFP® Clinton Dosio, M.S., MPAS, CFP® Jacksonville, Florida Area Details
Clinton Dosio, M.S., MPAS, CFP®'s Ameriprise Financial Services, Inc. Experience 2007 - 2012
Job Wealth Manager at USAA
Industry Financial Services
Experience
USAA Wealth Management  August 2014 - Present
Cuso Financial Services L.P. at Community First Credit Union   2012 - August 2014
ITT Technical Institute  March 2012 - March 2013
Ameriprise Financial Services, Inc.   2007 - 2012

Skills
Wealth Management..., Retirement Planning, Investments, Estate Planning, Insurance

Education
Liberty University   2005 — 2008
B.S. Business, Finance

College for Financial Planning
Masters in Financial Planning, Financial Planning

College for Financial Planning
CFP, Financial Planning

Aaron McPherson, CRPC® Aaron McPherson, CRPC® Greater Minneapolis-St. Paul Area Details
Aaron McPherson, CRPC®'s Ameriprise Financial Services, Inc. Experience April 2015 - Present
Job
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   April 2015 - Present
Ameriprise Financial Services, Inc.   April 2014 - April 2015
Ameriprise Financial  February 2010 - January 2014
Ameriprise Financial  March 2009 - February 2010
GE Commercial Finance  January 2008 - January 2009
GE Commercial Finance  July 2006 - January 2008
Ecolab  January 2005 - July 2006
Ecolab  July 2002 - December 2004
University of Wisconsin-River Falls  September 1998 - December 2002

Education
University of Wisconsin-River Falls   1998 — 2003
Bachelor of Science (BS), Marketing Communications

College for Financial Planning

David Dzendzel, CFP®, CRPC®, CFS® David Dzendzel, CFP®, CRPC®, CFS® Greater Philadelphia Area Details
David Dzendzel, CFP®, CRPC®, CFS®'s Ameriprise Financial Services, Inc. Experience 2004 - Present
Job Financial Advisor, CERTIFIED FINANCIAL PLANNER™ at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   2004 - Present

Education
University of Pittsburgh
BS; Finance

College for Financial Planning
CFP®, CERTIFIED FINANCIAL PLANNER

Institute of Business and Finance
CFS®, Certified Fund Specialist®

College for Financial Planning
CRPC®, Chartered Retirement Planning Counselor

Jennifer Clinton Jennifer Clinton Cross Plains, Tennessee Details
Jennifer Clinton's Ameriprise Financial Services, Inc. Experience January 2007 - July 2007
Job Administrative Assistant / Accounting Clerk
Industry Consumer Services
Experience
Frugal Jen   December 2014 - Present
Clinton Continental, Inc.   September 2007 - November 2012
Ameriprise Financial Services, Inc.   January 2007 - July 2007
Collectors Universe  October 2000 - August 2003
Specialized Sales Corporation   March 1999 - February 2000
Community Chem-Dry   May 1995 - January 1999

Skills
Strong interpersonal..., Close Attention to..., Highly Adaptive, Meet Deadlines, Proactive self-starter, Customer Oriented, Dispute Resolution, Oral & Written..., Highly Organized &..., Builds Relationships, Dependable Team Player, Drive to Succeed, Efficiency, Microsoft Excel, Microsoft Word, Outlook, Navision, Data Entry, Database Maintenance, General Ledger, A/R collections, Letters of Credit, Accounts Receivable, Cash Receipts, General Office..., Dreamweaver, Corel Painter, Troubleshooting, Information Technology, Office Equipment, Computer Repair, Accounting

Education
Riverside Community College   2008 — 2009
Sociology

Coastline Community College   1992 — 1993
Business Administration and Management, General

Fountain Valley High   1988 — 1992
Diploma, General Studies / Business Management

Sarah Borchers Sarah Borchers Greater Minneapolis-St. Paul Area Details
Sarah Borchers's Ameriprise Financial Services, Inc. Experience August 2003 - August 2004
Job Experienced marketing and management professional
Industry Nonprofit Organization Management
Experience
Junior League of Minneapolis  June 2013 - Present
Tiger Oak Publications  December 2011 - Present
MacPhail Center for Music  August 2011 - Present
Junior League of Minneapolis  June 2011 - Present
Orono Foundation for Education   June 2011 - December 2013
Ameriprise Financial Services, Inc.   August 2003 - August 2004
Caribou Coffee  June 2002 - August 2002
Deloitte Consulting  1997 - 1999

Skills
Strategic Communications, Non-profits, Volunteer Management, Blogging, Program Development, Social Media, Fundraising, Nonprofits, Public Speaking, Editing, Event Management, Philanthropy, Marketing Strategy, Marketing, Grant Writing, Annual Giving, Budgets, Marketing Communications, Strategic Planning, Fundraisers, Public Relations, Social Media Marketing, Community Outreach, Event Planning, Customer Service, Grants, Leadership

Education
Duke University - The Fuqua School of Business   2001 — 2003
Master of Business Administration (MBA)

Loomis Chaffee   1989 — 1992

Colby College
B.A., English, Business

Mary Jones, CRPC® Mary Jones, CRPC® Gainesville, Georgia Details
Mary Jones, CRPC®'s Ameriprise Financial Services, Inc. Experience July 2012 - May 2013
Job Benefits Specialist at Northeast Georgia Health System
Industry Hospital & Health Care
Experience
Northeast Georgia Health System  July 2014 - Present
Northeast Georgia Health System  May 2014 - July 2014
Ameriprise Financial Services, Inc.   July 2012 - May 2013
Ameriprise Financial Services, Inc.   2010 - July 2012
Ameriprise Financial  November 2009 - July 2012
H&R Block Financial Advisors  June 2005 - November 2009
Gwinnett County Public Schools  August 2004 - May 2005

Skills
Marketing, Series 7, Fixed Annuities, Mutual Funds, Insurance, Bonds, Financial Advisory, FINRA, Uniform Combined State..., ETFs, Retirement Planning, Wealth Management, Securities, Retirement, Series 63, Leadership, Investments

Education
College for Financial Planning
Chartered Retirement Planning Counselor

North Georgia College and State University   2000 — 2004
Accounting and Finance, Business, 3.84/4.00

Collins Hill High School   1996 — 2000
High School

Neal Maglaque Neal Maglaque Greater San Diego Area Details
Neal Maglaque's Ameriprise Financial Services, Inc. Experience October 2012 - Present
Job President, Advice & Wealth Management Business Development and COO at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   October 2012 - Present
Ameriprise Financial  October 2009 - Present
Ameriprise Financial  June 2005 - September 2009
American Express  November 1994 - June 2005
Citicards  January 1983 - October 1994

Education
New York University - Leonard N. Stern School of Business   1978 — 1980
MBA, Finance

Colgate University   1974 — 1978

Walter Reinsdorf, CFP Walter Reinsdorf, CFP San Francisco Bay Area Details
Walter Reinsdorf, CFP's Ameriprise Financial Services, Inc. Experience June 2003 - Present
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   June 2003 - Present

Education
Colgate University

John Ledford, CFP® John Ledford, CFP® Orlando, Florida Area Details
John Ledford, CFP®'s Ameriprise Financial Services, Inc. Experience September 2014 - Present
Job Financial Advisor, Managing Director at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   September 2014 - Present
Ledford Financial, Inc.   January 2002 - Present
Ledford Wealth Management   July 2002 - September 2014
Change Microfund, Inc.   December 2008 - December 2010

Education
College for Financial Planning   2004 — 2006
Certified Financial Planner

University of Central Florida - College of Business Administration   1986 — 1989
Bachelor of Science (BS), Finance, General

University of North Texas   1984 — 1986
None, Music

lake howell high   1980 — 1984

Austin S. Collins, RICP®, CRPC®, CLTC Austin S. Collins, RICP®, CRPC®, CLTC Seattle, Washington Details
Austin S. Collins, RICP®, CRPC®, CLTC's Ameriprise Financial Services, Inc. Experience March 2006 - Present
Job Financial Advisor | Vice President, An Ameriprise Platinum Financial Services Practice
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   March 2006 - Present
Pulp Productions, LLC   2002 - 2005
CollinsWoerman  June 1997 - August 2002
G2 Architecture   1998 - 2000

Education
The American College   2013 — 2014
RICP Designation

Corporation for Long-Term Care   2012 — 2012
CLTC Designation

College for Financial Planning   2006 — 2007
CRPC

Loyola Marymount University   2001 — 2005

O'Dea High School

Beverly A. Neal, CRPC, CMFC,CLTC Beverly A. Neal, CRPC, CMFC,CLTC Marlton, New Jersey Details
Beverly A. Neal, CRPC, CMFC,CLTC's Ameriprise Financial Services, Inc. Experience December 1990 - Present
Job Financial Advisor at Pillar Financial, A Financial Advisory Practice of Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   December 1990 - Present

Education
College for Financial Planning

Camden County College

Rutgers University

Mike Niedzwiecki, CFP, ChFC Mike Niedzwiecki, CFP, ChFC Bel Air, Maryland Details
Mike Niedzwiecki, CFP, ChFC's Ameriprise Financial Services, Inc. Experience March 2000 - Present
Job Certified Financial Planner, Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   March 2000 - Present

Education
The American College   2006 — 2007
Chartered Financial Consultant

College for Financial Planning   1997 — 2001
Certified Financial Planner

Life University   1988 — 1991
Doctorate

Matthew Borland Matthew Borland Sarasota, Florida Area Details
Matthew Borland's Ameriprise Financial Services, Inc. Experience March 1991 - Present
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   March 1991 - Present

Education
College for Financial Planning   1988 — 1990
CFP, Financial Planning and Services

Anh Ein Nguyen Anh Ein Nguyen Greater New York City Area Details
Anh Ein Nguyen's Ameriprise Financial Services, Inc. Experience August 2012 - December 2012
Job Investment Banking Analyst at KGSAlpha Capital Markets, L.P.
Industry Investment Banking
Experience
KGS-Alpha Capital Markets, L.P.   May 2015 - Present
Tripoint Global Equities, LLC  May 2014 - May 2015
Ameriprise Financial Services, Inc.   August 2012 - December 2012
Boston Metal Exchange LLC   July 2012 - August 2012
Hayes Group, LLC  February 2012 - May 2012

Skills
Finance, Microsoft Office, Leadership, Research, Management, Financial Analysis, Strategy, Investments, Social Media, Market Research, Program Management, Team Management, Data Analysis, Financial Reporting, Corporate Finance, VBA

Education
University of Rochester - William E. Simon Graduate School of Business Administration   2013 — 2014
Master of Science (MS), Finance

Investment Banking Institute   2013 — 2013

Colby Sawyer College   2009 — 2013
Bachelor of Science (B.S.), Business Administration

Foreign Trade University, Hanoi, Vietnam   2008 — 2009
Finance

Hanoi-Amsterdam High School for the Gifted   2005 — 2008

Robert Schutt Robert Schutt Knoxville, Tennessee Area Details
Robert Schutt's Ameriprise Financial Services, Inc. Experience October 2014 - Present
Job Associate Financial Advisor, Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   October 2014 - Present
Ameriprise Financial Services, Inc.   July 2014 - October 2014
Automotive Systems Warehouse, Inc.   April 2012 - July 2014
S & S Supply, LLC   July 1995 - April 2012
3M Company  May 1987 - June 1995

Education
College for Financial Planning   2013 — 2016

University of Dayton   1990 — 1994
Master of Business Administration (M.B.A.), Business/Commerce, General

Rhodes College   1983 — 1987
Bachelor's degree, Business Administration and Management, General

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